Zachary Adam Toering
Investment adviser representative at Edelman Financial Engines
15 yearsExperience
2 statesRegistered in
$326.3BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Edelman Financial EnginesJun 2022 to now
- Financial Engines Advisors L.L.C.May 2022 to now
- Cloverdale Partners/self EmployedSep 2021 to May 2022
- UnemployedFeb 2021 to Sep 2021
- Proto HomesFeb 2019 to Jan 2021
- Cloverdale Partners/self EmploymentSep 2011 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Edelman Financial Engines
Legal name: Financial Engines Advisors L.L.C.
$326.3BAssets managed
1,244,406Clients
721Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4545424
- Firm CRD
- 104510